Diane Mcmullin is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 38 years of industry experience. She has worked at LPL Financial since 2009 and is also involved with Heaven on Hamlin, a business she has operated since 1999. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment strategies, supported by extensive operational tools and a large network of more than 22,800 advisors.

Lamberto Gatilao is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2009. Outside of his advisory role, he owns a BMW repair shop and works as a part-time Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Karen Burns is a financial advisor with Morgan Stanley Smith Barney LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Robert Rudnicki is a financial advisor at Ameriprise with 18 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves a wide range of clients through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Amy Jason is a financial advisor at Merrill with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Merrill since 1998. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Kurt Reif is a financial advisor at Osaic with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Securities for 17 years. He is also the owner and president of Kensington Financial Services and Kensington Insurance Agency, where he is involved in the sale of various insurance products and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that meet clients’ investment objectives across a variety of asset classes.

Eric Beaderstadt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 20 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves on the advisory board of the Salvation Army Des Plaines Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic planning without discretionary portfolio management or institutional mandates. The firm integrates planning with managed-account programs under a consolidated billing option called “WealthPlan” while keeping services separate.

Brian Pelling is a CFA® charterholder affiliated with Wells Fargo Clearing in Schaumburg, IL, with 10 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2019 and previously worked at Geneos Wealth Management, JWC Inc, and DV Trading. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases to guide investment decisions.

Stephanie Brown is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Edward Jones and previously worked at Beacon Pointe Advisors and Invesco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated products under a fiduciary standard.

Louis Greifenstein is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley in various capacities since 2007, including at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Fay Elling is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as experience at Fidelity Brokerage Services and Fidelity Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jordan Rudick is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions with Avantax Insurance Agency and Avantax Advisory Services. Outside of his advisory work, Rudick is involved in tax preparation, bookkeeping, and business consulting through Pruitt Financial Services, LLC, and serves as an officer at Gemini Management, LLC, which consults for residential and commercial contractors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large national network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and third-party managers across more than 10,000 advisors and $256 billion in assets under management.

Catherine Evans is a CFP® with 29 years of industry experience, currently serving at J.P. Morgan Securities. She has been with J.P. Morgan Securities since 2006 and has also worked at JPMORGAN Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jim Juchcinski is a Series 66 licensed advisor at J.P. Morgan Securities with three years of industry experience. His prior work includes roles at Bank of America, Merrill, and Ajax Trading, as well as teaching positions at Brothers Rice High School and St. Rita of Cascia High School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Petruzzi is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and having four years of industry experience. Prior to joining J.P. Morgan, he worked at New York Life Insurance Company and has a background in the fitness industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Robert Welsch Jr. is a financial advisor with Osaic Wealth, Inc. in Dundee, Illinois, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Osaic in 2023, he worked for FSC Securities for 12 years. He also provides consulting services to his family estate, assisting with estate-related tax, legal, and real estate matters. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing in portfolio construction, supporting both discretionary and non-discretionary account management.

Karen Chang is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also maintaining a role at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with market-facing registrations and offers advisory services alongside affiliated brokerage and investment management capabilities.

Joel Eggerding is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds a Series 66 credential and has been with Thrivent Financial since 2017. Outside of his advisory role, Eggerding serves as a board member for the Chicago chapter of the C.S. Lewis Institute, an organization focused on Christian discipleship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and written recommendations across multiple financial planning areas. The firm separates its planning services from managed account programs and does not accept discretionary trading authority for its Dedicated Planning Service.

Bruce Corsaro is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and bringing 19 years of industry experience. He previously worked at Fifth Third Securities for seven years before joining Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory role, he acts as an employer to his wife, who is a caregiver for their special needs son in order to receive government funding for care. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs comprehensive planning tools and methodologies designed to model potential financial outcomes.

Valerie Foley is a financial advisor at Fidelity with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at multiple firms, including J.P. Morgan Securities and GWFS Equities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages various portfolios including fund-of-funds and delivers model portfolios to intermediary platforms, with notable involvement in registered investment company advisory roles and algorithmic research.